Baron Silver Stevens Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Baron Silver Stevens Financial Advisors's IVE Position: Q2 2026 in Review
Baron Silver Stevens Financial Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 911 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Baron Silver Stevens Financial Advisors previously reported a position in IVE as recently as Q3 2025.
Baron Silver Stevens Financial Advisors first reported a position in IVE in Q4 2020 and has held it in 5 quarters since. The position peaked at $426K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Baron Silver Stevens Financial Advisors held 911 shares of iShares S&P 500 Value ETF worth $207K as of Q2 2026.
- iShares S&P 500 Value ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
- iShares S&P 500 Value ETF made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #139 holding.
- Baron Silver Stevens Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 5 quarters since.
- Baron Silver Stevens Financial Advisors's iShares S&P 500 Value ETF position peaked at $426K in Q3 2025.
- 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.